Episode Details

This week, we discuss cloud earnings, what’s driving valuations, and why AWS says it’s still early innings for cloud. Plus, Coté does a deep dive on Shipley Donuts.

Watch the YouTube Live Recording of Episode 532

Runner-up Titles

• Dangerous to do things in bed
• Free Donut Holes
• Dark Fiber
• BET
• A man can not believe anything that devalues their index funds.
• They just open sourced last year’s homework.
• It doesn’t use as many emdashes
• Anchorman Vibes

Rundown

• AI & Cloud Trends for July 2025
• Cloud Earnings
  • Microsoft posts Q4 beat on top and bottom line on cloud, AI strength
  • Clouded Judgement 8.1.25 - The AI Operating Model
  • Richard Seroter's Architecture Musings
• AI
  • OpenAI’s new waited model whatever
  • Simon Willson says local tool calling might be better
  • Exclusive: OpenAI Secures Another Giant Funding Deal
  • OpenAI has made $5.25 billion in 2025 so far, and Anthropic $1.5bn. In both cases, I have found a pattern of deceptive leaks of annualized revenues to suggest they're making far more.

Relevant to your Interests

• How Olipop is sweetening the PTO deal for employees
• Anaconda Secures $150M Funding, Hits $1.5B Valuation
• Figma raises $1.2 billion, creating new playbook for going public in the summer
• AI vs. AI: Prophet Security raises $30M to replace human analysts with autonomous defenders
• API Simulation Reduces MCP Server, Microservices Overload
• Google loses appeal in antitrust battle with Fortnite maker
• Exclusive: More details emerge on how Windsurf’s VCs and founders got paid from the Google deal

• Listen Now